General Questions

What is ACATS?

The Automated Customer Account Transfer Service (ACATS) is the National Securities Clearing Corporation's (NSCC) central processing system for the transfer of positions and accounts between US brokerage firms that are participants in the NSCC's ACATS program.The ACATS system allows you to enter a partial or full transfer request online to move positions and or cash from other ACATS participant firms.

More information on: ACATS transfers can be found in our Users' Guide.

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